e and invest their own way. with scottrade's smart text, i can quickly understand my charts, and spend more time trading. their quick trade bar lets my account follow me online so i can react in real-time. plus, my local scottrade office is there to help. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. voted "best investment services company." >> sticking in the energy trade, i know natural gas is down but i want to add southwestern energy, swn. >> steve. >> qualcomm, own to earnings tomorrow after the close. >> i know it's a struggle but that was good. >> jcpenney, buy the stock looking for a short squeeze, trade through 23 is the move. >> i like amazon, i just would not go into this with a full position so maybe trim.

>> that does it for us. don't forget to catch more fast money. follow me on twitter@scott wapn wapn wapner cnbc. only 1.6% away from historic highs, the dow. all that and much more is going to be covered on "power lunch" and that show begins right now. we welcome you to "power lunch." we are closing in on dow 14,000, just give or take 55 points away from the milestone. the dow and s&p getting a big pop in todayng session. right now dow up 62 points, s&p up almost a half a percent. nasdaq composite is the one to the downside but not by much. it's down less than .1%. it all started 90 minutes ago. the dow jones industrial about 55 points away. the s&p and the nasdaq managing

to hold their own on the trading session. let's bring in bob pisani and kenny to talk about this. kenny, you said the market is just telling you it wants to move higher. a lot of it is london, england, to the fed. >> absolutely. it's just anticipating uncle benny is going to come out tomorrow, here it is, we're going to keep giving it to you, not taking anything away. we're going to make sure this rally continues. scott just said it, the market rallies to historic highs but all because of the kool-aid. >> i think the fed will do nothing and i think that will help stocks. you've got to admit, close to historic highs in dow and s&p, there will be some resistance. the decline line not that great. four stocks advancing for three decline, that's not a huge advance decline line. by the way, some big names that have done very well this month are rolling over a little from yesterday, amd, ford, all with

great months, the last day or so, they have been rolling over. >> that makes sense. there's profits. they will take some off the table for what they can expect, some resistance and pullback. >> that would be appropriate, especially after the run on so many individual stocks. >> there's the old historic closing high for s&p 500, i wouldn't be surprised to see resistance up there. that's where a lot of the traders are. >> what happened to the worries about the sequestration, continuing resolution. we seemed to have punted down the road the idea of using the debt ceiling as a bargaining chip. that's question number one. number two, can the rate of earnings grow? the earnings numbers are okay. earnings growth has slowed. can that rate of earnings growth sustain this kind of rally, these kinds of prices and evaluations. >> what do you think, kenny? >> i think it's ahead of itself. listen, the government put the sequestration and debt ceiling on vacation for six to ten

weeks. therefore, the markets are concentrating right now. as we move through february, you can believe sequestration is going to come to the top again. when it does, it will have that whole sense of anxiety. >> let me answer questions. we are seeing revenue growth now. we have no revenue growth last quarter, now almost 4% in the quarter. if we get an acceleration even modestly top line growth, 5% maybe, that will go right to the bottom line. >> i want to get to rick santelli. he had an auction that went off the board. how does it look, ricky. >> doesn't look bad. we'll give it a grade in a minute. one issue market at 1:00 eastern was 89 basis points bid offered at 88.5. this yield on the auction .889, on top of the side of the market. close to the 10 auction affair, 397 on the indirects. we had 16.8 on directs, which is

a little better than 13% 10 auction average but nowhere near the 30 we had last look. remember, directs have been very powerful. all in all, this was another b auction just like yesterday's two-year note. tomorrow is the last of the 99 billion in the seven-year note. back to you. >> thank you very much, ricky. speaking of the bond market, you see obviously the fact we're now just 55 points away from the dow 14,000 mark. if this market does keep moving above that, we see bond money rotate into the stock market. lpl financial put out the statement as part of a note overall that he puts out. there is no evidence, he says, of a rotation from bonds into the u.s. stock market yet. the only rotation that appears to be taking place is out of money market funds into international stock funds. so kenny, that begs the question whether or not the individual investor is going to start leaving the safety of bonds, which they have been reluctant to do for so many years now,

several years now, and into stocks. >> i think you guys actually, i don't know if it was carl early this morning talking about individual investigating just as hedge funds are starting to get out of some of their positions, which is always the way it goes. the individual is the last one to come in and then he always gets slammed and always feels like he's been duped. >> i dislike calling individual investor dumb bunny. i don't always agree wit. i'm not saying you're saying that. here is what i say, too early to call a clear trend out of stocks and into bonds. i think we had it in 2010 and 2011, they turned into routs, outflows, too early to call but encouraging. >> one thing we need to keep our eye on, a lot of the technical levels they put out on the street are pretty much achieved. >> that's right. >> that changes their portfolio mix. >> that's right. that's why the individual investor needs to be paying

attention to that it's fine. you should have a plan. you should stick to it. listen, i don't ever believe everyone is sitting with the money and today is the day i'm going all in. >> hopefully not. >> certainly not doing that. but they need to peel into it. >> here is what i'm looking for. end of the first quarter, bond mutual returns inning tiff and stocks notably positive, then those people are going to sit out there and say, oh, my heavens, time to get into stocks. that will be ring the bell. >> ring the bell and head for the exits. ty, back to you. >> absolutely agree with what bob said. they will look backwards at their returns from the prior quarter and say i lost money, get me out of here. let's look at a chart of apple talking about losing money. if you bought back in the fall of this year, you lose with apple. of course if you bought 10 years ago, you made a lot of money. the stock down 9% in a week. when investors take their money out of apple, are there putting their money into other technology stocks?

sy syma mody has that. >> we've been dragging out of apple and into high-tech names like amazon and facebook. these have been hitting new highs while apple hitting new lows this. rotation, these names, that's over. that's old news. now he's betting on old school tech names to get a bid. here are some of the reasons why. these companies deliver steady consistent earnings growth, attractive yield on average 2%. no major sentiment risk that exists in high-flying internet names, evaluations seem reasonable. oracle, ibm, outperforming, outperforming apple. you can see oracle and intel leading the pack. he summed it up nicely by saying these names might not be so sexy but in the long-term, the long-term value is attractive

here. >> seema, thank you very much. as investors bail on apple are customers, especially young, hip, in the know customers doing the same thing. young, hip, in-the-know. that can be one person, jane wells, cooltown usa, campus of northridge to tell us. hi, jane. >> reporter: hi, tyler, this generation, the trend setters. a survey found 18 to 34 years old that have smart phones, almost all have more than one. 56% have an android-based, 46 had apples and 43 had blackberries. most had more than one device. i suspect the androids at the older trend. i did not see one on the campus, where they still have love for sue herera. most had an iphone, not everyone. what to buy next is a huge topic of debate.

>> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like the iphones. >> they are in transition. they just lost steve jobs. have you to give them time. they are innovative. apple tv looks cool. >> i don't think they will lose status, i just don't think they will be the sole providers for that anymore. >> a lot of them have iphones but many have not upgraded to the 5. that mizzou survey found 18 to 34 years old have more androids that iphones that flip flops with college graduates. most graduates from iphones and blackberries, back to you.

>> thanks very much, jane. give my love to my alma mater. meanwhile, a big deal in the battle over cyber security. john has the breaking news on that. hi, john, over to you. >> hi, sue. concern about technology universal plug and play. the intent was it was supposed to make it easy to set up home networks, connect web cam to internet, check home security cameras remotely. turns out there's been a flaw discovered in that protocol by a security group called rapid 7. basically these devices in your home, frighteningly, including web cams, open the door to digital strangers that wasn't known before. in some cases, like home security cameras, it's possible for a hacker to call up your home camera, take a look at what's recorded on the dvr and look through that camera live without your permission. what security researchers are recommending, you disable universal plug and play on your

devices. a lot have no idea how to do it. a question how they will get the word out on security breaches. net gear is one of the public companies that could take a hit today because of this. there's some other issues where investors had been punishing the stock earlier. i'm not sure how much would have to do with this issue. upp is automatically turned on on these devices when they ship. it's something not only for investors to be concerned about but everyone with network devices in their home, which is almost everybody. also need to be concerned about small businesses, the cameras they use in their businesses including "lorax" and other brands sold at costco, those are potentially vulnerable to security theft. definitely something people want to check up on. >> thank you. thank you very much. jon fortt. the shares having a blowout, the

wrong kind. shares are down by $0.78, that's about 5 2/3% after the company posted third quarter increase in profit but warned of shrinking sales over in europe. phil lebeau live in chicago. >> news might be good in terms of the earning but not forecast. earned $0.31, beat the street y $0.06. ford expected a greater than expected loss in europe. now projecting to lose $2 billion over in europe. here is the outlook from cfo bob shanks. >> the environment there continues to be very, very tough. we do think, perhaps, it's a trough in '12 and '13 but we'll have to wait and see. >> that's the bad news. the good news for ford continues to be in north america. look at the profits, $1.872 billion in the fourth quarter.

that's almost a billion dollars more than the fourth quarter last year. profit margins above 10%. that's impressive especially in an auto industry where 7 and 8% in north america used to be considered good. what's driving north america, stronger pricing, stronger sales. the profit margins, however, this is one thing that concerns people, the profit margins are expected to stay level in 2013, not grow in north america. still over 10% is impressive for a company a few years ago had no profit margins. >> very good point. phil, thank you. twinkies, one step closer to a new home. private firm apollo and metro polos a looking at a deal to buy from hostess. they are reporting that bid will be more than $400 million. so far everyone involved has declined to comment. we are now just about 55 points away -- actually 50 points away from dow 14,000. coming up, youtube making a game

changing announcement. no more free ride for you. plus a big problem on the horizon and steve with the forecast. steve, you're first. >> in my hand, cnbc's exclusive survey. we haven't heard the word recession lately. you're about to. full contact up next. >> one word missing from the market rise. europe, whether there's a huge gap between what the markets are pricing in and what corporate america is saying. more "power lunch" is two minutes.

to its lowest level in more than a year since january. the reason, higher social security taxes that left americans with less take home pay. the conference board saying its reading dropped to 58.6 in january. that's down from 66.7 in december and the lowest level since november of 2011, ty. >> sue, fed policy numbers kick off a two-day meeting today to discuss the economy and, of course, interest rates. where does wall street see the u.s. economy going from where we are today and what are the biggesthrea to the recovery? steve liesman fresh here with the results of the exclusive cnbc survey. take it away. >> really interesting results, tyler. i was not expecting this. one of the most important questions we ask month to month, what is the probability of recession in the next 12 months. you can see on the fiscal cliff debate shot up to 36%, came down during the winter and shot back up as we went back into the

fiscal cliff and debt ceiling debate. it's come down markedly, 20.4%. that's the low as long as we've been asking this question and one of the big edrops we've seen. it comes in the next line as growth forecasts are rising. this the tail of the tape of the gdp forecast of our panelist. 52 responded this time around. you can see we started in march a year ago here. 2.74%. it's come down, down, down. it just shot up for the first time. not a big jump from 1.9 to 2.08. where are we for 2014, our first look, 2.56 growth a good trend, a number that could bring down the unemployment rate, although by a little bit. moving on, i want to show you two views of the economy from people who responded to our survey. bob bower says there's a decent chance that u.s. economy will get up a head of steam sometime

in the second half and above trend growth early in 2014. head winds are fading and pent-up demand is surfacing. we adopt want to leave you with the good feeling. if congress doesn't solve fiscal problems, the economic signel will end with sharp dollar drop, inflation, interest rate rise and deficit surge. what tyler told you we were going to tell you, the biggest threats out there. europe plunged. michelle is going to have a different idea about that. right now it's plunged down to one of the lower threats on our gauge here. other 12%, political miscalculations, gridlock, fiscal overkill and china. slow job growth 20% and the biggest threat out there now, roll the drums, there it is, 22% saying tax and regulatory policy. congress getting the fiscal side wrong, tax side wrong, getting in the way, messing this up. otherwise there's pretty good agreement that some of the worst threats coming off. >> when we look at the forecast for growth in the out month, out

years, how accurate do those forecasts turn out to be, close? >> it's interesting, the reason we do this, everyone asks me how accurate. i don't care. what i want to know is what is the consensus on wall street for what the growth will be, so i know a surprise that comes along that may not be surprised in the market. that's why we follow consensus. sue, down to you. >> as s&p 500 tops 1500 mark and dow marching towards the 14,000 mark, the fears about europe's debt crisis seem to be on the back burner. the risks are there. our michelle caruso-cabrera is here with more on that. >> hi, sue, not just the u.s. market but many markets all over the world show investors not so worried about europe as they were a year ago. you heard steve liesman talking about it. ily's interest rates to levels not seen since 2010. down 30% in the last six months.

even greece's yield nearly 10%. at one point it was at 27%. it's down 70% in the last year. again today investors are thinking one thing, corporate america is saying something else. we get a stark reminder that the problems in europe have not gone away. as phil lebeau told you early ford reduced expectations for profitability for the coming year because europe will be worse than expected. when you look at results from caterpillar, the only region in the world, europe was, that declined in sales. ceo said, quote, we remain concerned about europe and expect economies in that region to struggle in 2013. dow, 3m, results very strong except for sales decline in europe. remember, there are at least seven countries in europe in recession, germany may be headed for one as well especially if the euro keeps strengthening. tyler, back to you. >> michelle, thanks. lamborghini unveils a new roadster. it goes so fast you'll miss it if you flip the channel. you wouldn't think about doing it. we'll tell you about the cost.

ceo of harley davidson is going to be in the room and tell us why his stock is climbing even though quarterly numbers missed forecast. keith wandell with us today. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities.

[ dog barks ] ♪ ♪ [ male announcer ] something powerful is coming. ♪ see it on february 3rd. ♪

[ coughs ] [ angry gibberish ] [ justin ] mulligan sir. mulligan. take a mulligan. i took something for my sinuses, but i still have this cough. [ male announcer ] truth is, a lot of sinus products don't treat cough. they don't? [ male announcer ] nope, but alka seltzer plus severe sinus does it treats your worst sinus symptoms, plus that annoying cough. [ angry gibberish ] [ fake coughs ] sorry that was my fault sir. [ male announcer ] alka seltzer plus severe sinus. [ breathes deeply ] ♪ oh, what a relief it is! [ male announcer ] try alka seltzer plus severe sinus day and night for complete relief from your worst sinus symptoms. welcome back to "power lunch." i'm julia boorstin in los

angeles. social stocks taking a hit today. facebook shares are off ahead of its earnings coming out tomorrow afternoon. this as investors do profit taking after facebook's big run-up over the last three mondays. look at facebook shares there down 3.5%. volatile zynga shares off again today, now off 6% after gaining -- i'm sorry 7.5 are% after gaining 14.5 yesterday. that's a gain since february linkedin off. sue, we'll be watching those reports. back to you. >> indeed we will be. thank you so much, julia. checking the markets for you, 48 points away from dow 14,000. right now the dow is at 13,947.78. we're up 65 points. the s&p is up about half a percent or 6 points to the up side. nasdaq is bucking the trend today. it is down 4 points on the

trading session, ty. they are trying to push it a little down here. >> let's look at something else fun. where else to roll out newest and fastest luxury sports car than miami international airport. for the first time ever the airport closed one of its runways so it could be turned into a drag strip for the new lamborghini lp 700-4 roadster. hopefully your flight wasn't delayed. kind of reminds me of the closing scene of "argo" if you haven't seen it already. the vehicle is 180 miles per hour. isn't that sweet? if you're prepared to shell out some serious cash, you can have one of those cars, the basic model, stripped down, basically, $400,000. sue. >> and it's very pretty, too. all right. apple unveiling a new ipad. it's got more memory but will the $800 price tag put people off a bit and not want to buy it. profits at harley davidson moved to the downside today. they missed the street estimates but the shares are up.

why? well, harley's ceo joins us for a very rare and exclusive interview. we'll talk to him about that and much more. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. omnipotent of opportunity. you know how to mix business... with business.

and you...rent from national. because only national lets you choose any car in the aisle. and go. you can even take a full-size or above. and still pay the mid-size price. i could get used to this. [ male announcer ] yes, you could business pro. yes, you could. go national. go like a pro.

all right. welcome back to "power lunch." we're edging ever closer to the

clou 14,000 mark. bob pisani joining me from the floor of the nyse. jumps back and forth. >> last time we were at 14,000, october 2007. do you remember that? that's when we hit the historic highs for the dow jones industrial. the intraday historic high was 14 14,198. october 2007. i don't want to be cranky but it's looking -- 43 advancing, that's not a great tape overall. i'd like to see a little bit more action here. this is one of the characteristics of markets, the leadership gets narrower and narrower, fewer and fewer stocks to advance the market. >> could it also be we're in the middle of this week we have the fed meeting going on. that is making people a little reluctant to jump in with both feet as well. >> i think tomorrow the fed is

going to announce they are basically doing nothing. this is me talking. i know people are paranoid given what we heard from the december minutes. i think that could be the final impetus over that 14,000 mark. >> thank you, bob. to the gold market now where prices are closing. jackie deangelis is there for us. good afternoon. >> reporter: good afternoon to you. gold prices looking to snap a four-day losing streak, around the 1660 mark. supporting today's gains, durable goods figures, also hopes in the likelihood the fed will keep its easy money going. rbc adding thousands of contracts of 1700 strike puts were in the money, we saw short covering this morning, realigning of portfolios. you also have a weaker dollar today. that particularly is supportive of gold prices chbl the rest of the metals we're seeing strength in copper, manufacturing data out of china and also growth out of china as well. but traders are cautious as they are waiting for this fed meeting to take place. also adding to the caution is some of the mixed economic reports we got today, also

friday's jobs report. meantime there is also the issue of how well the metals markets are supplied. it appears a consensus is that there is supply and demand balance right now. we could stay range bound for a while. back to you, sue. >> thanks, jackie. to the bond market. rick santelli tracking at the cme. hi, ricky. >> let me think, a real drop in consumer confidence. schiller didn't float anybody's boat. tomorrow fourth quarter gdp, slightly above or below, depending on expectation. that must explain the rally in stocks and why the bond auctions have been going so well. five-year note yields, 35 billion fives, an above average auction, nothing spectacular but you can see we're moving back up in yield after the auction. looking at a two-day jump, testing at 90. tens look like they want to make a go at 2%. you can see the correlation between stocks and bonds.

the biggest reason people are trying to push treasury prices lower is because we continually see a big push of stock prices higher. back to you. >> thank you very much. boeing, the big earnings story to watch, almost every analyst focusing exclusively on what the company has to say about its dreamliner problems. phil lebeau knows about two very important different areas that investors may need to watch even more. phil. >> tyler, you have to watch the defense side of the business with boeing. it gets half its earnings from the defense side of the business. here is what the street is expecting from boeing. these numbers, most people are saying this is important but it's really the guidance. that's what we're going to be focused on, under the circumstances past eps the other aspect of the commercial airline gets attention, 737, this is the workhorse for boeing. increased production to 38 a

month starting this quarter. as you go into building the the third 737 assembly line in renton, washington, that's going to get a lot of tension particularly because they have the 737 max in development. this is the future workhorse for boeing. they already have a backlog of more than 1,000 orders. it is expected to enter service in 2017. this is the next launch they have to make a smooth launch over the next three years. as you take a look at this stock chart or last month, sue and tyler, i thought this was fascinating. the parent of airbus up 20%, shares of boeing not surprising given dreamliner problems down 1.4%. that says a lot in terps of the split in performance. we'll be watching numbers first on squawk tomorrow morning. >> fantastic. phil, thank you very much. meantime, let's check in with bertha coombs for market flash. >> shares have been on fire so far this month, expectation they would have whopping fourth quarter results. it did, topped expectation with real strength particularly in

their industrial area. however, they are lowering their forecast for 2014. nonetheless the stock today at an all time high. sue. >> bertha, thank you. harley davidson out with its third quarter results, missed the street's profit expectations by just a penny. but the shares of the motorcycle maker are rising on guidance and hitting levels not seen since 2007. right now up 1.25% at 5387, up 20% on a year-to-date basis. joining us in a cnbc exclusive on "power lunch," president and ceo keith wendell. thank you for being here. nice to have you back. >> thanks, sue. >> tell me about the earnings. as i understand it, the miss is because of the upgrade you're doing at one of your manufacturing plants that's part of this big restructuring, correct? >> first of all, the real headline is earnings per share, we're up over 29% in fourth

quarter and 16.5% for the year. in our sales globally up 6.5%. so we had a great year. the one penny miss in the fourth quarter was as we have gone through a major transformation in our manufacturing processes, so we can manufacture closer to customer and seasonal demand, we planned to have lower production in the fourth quarter and then we would put our surge production capabilities in place, which they are now in the first quarter. so it's sort of a shift from the past and the pattern, how we manufacture our motorcycles. >> yes. you did that for efficiency reasons, as you mentioned. when you came in and really revamped the company in a very positive way, where are you in that process? are you close to the end of that restructuring or more towards the middle? >> we are. first of all, there were three major areas of transformation.

one was in manufacturing. you know, how we manufacture in a more flexible manner, so that we can provide the bikes that our customers and dealers want, when they want them and where they want them instead of flat loading our production. secondly was how we design and develop products, so we're bringing new products to market more quickly and products that appeal to a wide variety of customers. and then third is the what we're doing with our dearly network working with them to make sure we're providing a customized customer experience every day, every time, every place. and so those are three major transformations that are under way. the first two, manufacturing and product development, are by and large completed. the third one is more ongoing. >> talk to me about the international strength. it struck me latin america was

extremely strong for you this latest quarter. asia. everybody seems to be worried about asia yet you had a decent sales gain in asia as well. >> we did. we had very strong sales in both latin america and asia. you know, we've had tremendous success in the latin america region. we think there's more opportunity there. and in asia, you know, we had all-time high sales in australia, korea, china, india. we also had increased sales in japan, which is our largest market in that reigion of the world. >> talk to me about how you diversified the client base, targeted women or people who traditionally wouldn't be in the market for harley. you've changed the marketing and approach of the company. >> we have. first of all, our core customer, which is that sort of middle aged male.

that's a very, very, very important. always has been and continues to be an important customer base for us. but we've made a huge effort to be more inviting to female riders, young riders 18 to 34 and african-american and hispanic riders. you see that not only in our initiatives how we're going to market, marketing initiatives but also in the new products we're developing and bringing to market. products that will be more appealing to these customers. you know, we're glad to report that this year, 2012, we just finished, our growth in sales to our outreach customer groups in north america, outpaced the growth in pace to core customers on a percentage basis for the first time in the history of our company. we're really proud of that. >> as well you should be. have you 110 years of harley

davidson being celebrated this year. we wish you the best with that. come on down to the new york stock exchange and celebrate with us. >> we will. we're looking forward to it. thank you very much. >> see you soon. keith wandell. >> thank you, sue. from bikes to planes, jetblue ceo will be on later today to talk about his outlook on the back of the carrier's plunge, david barger, ceo of jetblue. so would you pay to watch youtube? the online video service may be about to make changes that will cost you a little more. one nfl star says he does not think there will be an nfl 30 years from now. is it possible he could be right? we'll tackle that one and more. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data.

split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ from td ameritrade. all stations come over to mission a no go call. go. this is for real this time. we are on step seven point two one two. we have entered our two minute hold. cabin venting has been inhibited. copy that. sys two, verify and lock. command is locked. flight computer state has entered auto idyll. three, two, one.

the falcon 9 has launched. preparing for nose cone separation. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪

still between hours to go. we'll see if we can hit that. what about tech wreck. big-time tech names taking big time drops. we'll tell you why and put together the pieces. guys, why are so many hedge funds moving to palm beach from new york. is it the maitai, taxes? >> because they can. he did that without profit. that man, profits are for sissies as jane and sue knows. power rundown. cnbc with jane wells. let's talk a little about reports youtube may be working on some services where you'd have to pay for certain youtube channels. julia boorstin in l.a. reports this is still in the idea phase, nothing yet set in stone.

would you, jane, pay to watch youtube channels? >> well, it depends on what it is. julia says they have been trying to figure out for years how to monetize, google and youtube trying to figure out how to do this. if it was ashton kutcher and he had special stuff i might pay a dollar. lady gaga, no. it all depends. i don't subscribe to hulu, for example. >> sue? >> i completely agree. depends on what it is. frankly probably not. i don't have a lot of time to watch that stuff anyway. so probably not. i really wouldn't -- i don't think it's worth it. >> let's talk about -- >> i do like the cat videos. i watch the cat videos and they will still be free. >> i'll give thank you. that's true. >> cats are good on there. apple going bigger with a new ipad announcing 128 gigabyte with retina display, it comes with a price tag. is this enough to make you buy

one. folks, would you do it? >> i probably wouldn't. i have enough computers in my life and the price tag is too high for me? >> jane? >> for me they are trying to promote this more as a business tool by giving it more memory. what i do, the problem why i don't use this and use my blackberry, i still haven't mastered the virtual keyboard. >> the poll, plurality said, no, 799 too expensive. this week, a lot of stories out there, including michigan, the basketball team, for the first time since fab four go blue. a ravens safety named bernard pollard has given a bleak view of nfl. he said 30 years from now, i don't think the nfl will be in existence. i think the direction they are going, they, the nfl rulemakers,

want to lighten up, throwing flags, fans are going to get fed up with it. do you agree? you're a football fan, sue, i know that. >> i'm a huge fan. i love the game. let's face it, it's a very brutal game. i think they need to continue to make steps to make it a safer game. i disagree. i don't think it will be out of existence. i do think people would like to see less traumatic injury on the field. >> you're a big football fan, i know especially usc trojans. >> yes, fight on. football is going to go away. really? really? a multi-bazillion dollar business going to go away? i think we talked about this, like gun control. they are going to make some tweaks but they aren't going to really change the game. >> i kind of agree with you. i think the nfl is trying and will have to do more to prevent the really traumatic brain injuries that have really debilitated so many former

players. i do think, though, that the class action suit that has thousands of participants is a major, major threat to the league. they are right to take it very seriously. >> well, i think that's what's going to make them continue to move to reform the game to a certain extent. but you have a lot of individuals on the field. everybody has to play by the same rules. some of those guys don't take the cleanest of shots. >> sue, jane, thanks very much. >> go 49ers. >> go 49ers. >> there you go. >> we'll get mark in here, he'll give us his pick later in the week. the most talked about commercial in this year's super bowl speaking of the super bowl. you don't have to wait to see taco bell's latest until sunday. we have it here on "power lunch" first. the company's ceo is going to join us. he's going to tell us why he thinks 60 seconds is worth the millions he had to spend to get it. that's a lot of tacos, folks. ♪ you know my heart burns for you... ♪

i'm up next, but now i'm singing the heartburn blues. hold on, prilosec isn't for fast relief. cue up alka-seltzer. it stops heartburn fast. ♪ oh what a relief it is! ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit.

let's check out dow jones industrial up half a percent, 13,946.21 as we edge ever closer to the dow 14,000 level. ty. >> sue, taco bell making what is

reported to be a $4 million bet on the super bowl. the tv spot hailed as the runaway hit of this sunday's game first on "power lunch," take a look at the entire viva young ad featuring the song "we are young" in spanish by the band fun. watch. >> good night. >> good night. ♪ ♪

♪ ♪ and it all ends well. taco bell's ceo. that is a fun ad done by deutsch. >> it's a great ad. i love it. >> it's a funny thing. the only thing i'm missing is betty white and off their rockers. they are clearly off their rockers. we quoted a million dollars. when you go in and buy the super bowl, do you pay the full rack rate or do you get stuff for it? how does it work? >> we're buying an ad before we're buying ads before, we're buying ads after the super bowl. one of the reason we've sort of put things out early, we want people to watch the ad more times than the super bowl. that's how you drive value.

>> you get a lot more for whatever dollars. >> last night, we sent it out, we've got 150,000 employees. they have it, they have started to facebook it and tweet it to friends. >> buy this, ad on the game but pregame. >> it's what you can do with it as well. can you do a lot with it. >> you haven't been in the super bowl since 2010. why this year? >> we had a great year last year. we launched doritos tacos also live mas. we thought it was a perfect time for the brand. not only the brand but live mas. for us it's young and uniyoung heart. we were trying to find a commercial. >> combining english and spanish. that song is done in spanish by a band fun. you see you've been backing for

years. >> we take up and coming bands, give them taco bell gift cards, feed themselves on the road, give to their fans. there's no contract, no relationship. our customers love two things. they love sport, they love music. >> you're doing a lot of renovating of your stores, a face-lift. i assume this is being driven partly because a lot of stores needed the face-lift, also competition out there, other brands that will remain nameless. how are they responding? do you find the money you put in, you get out on the other side. >> my question is why would you go to a restaurant that isn't as nice as your house. we've done a good job of it, accelerated the amount of refurbishes and it's paid off. >> how is business overall. >> we're in a blackout period. we had a good year last year. we're happy with how we finished and with how we started. >> how many times do you eat taco bell. >> four or five times a week.

>> what's your favorite thing? >> now the cantina burrito and the bowl. >> you can get breakfast. >> 120 stores in the west. hopefully next year -- >> these folks, old codgers can get there at 2:in the morning. >> i'm guessing they went back about 5:00. >> looked like the sun was coming up. >> i think they had a fantastic time. >> they had a nice time, didn't they? >> a little insomnia, go out and have a taco bell. >> thank you very much. >> good to have you with us. >> thank you. >> first time in the studio. greg creed of taco bell. let's take a look at yum brands, the parent company of taco bell and others, higher by $0.32 probably on that commercial alone, greg, up 3% in the year. a tough two months for the stock there as you can see. coming up, a check on the movers as we head closer to dow

14,000. that's next if we round out an hour of power, then we'll get a taco together. ♪ [ male announcer ] it was designed to escape the ordinary. it feels like it can escape gravity. ♪ the 2013 c-class coupe. ♪ starting at $37,800. ♪

a body at rest tends to stay at rest... while a body in motion tends to stay in motion. staying active can actually ease arthritis symptoms. but if you have arthritis, staying active can be difficult. prescription celebrex can help relieve arthritis pain so your body can stay in motion. because just one 200mg celebrex a day can provide 24 hour relief for many with arthritis pain and inflammation. plus, in clinical studies, celebrex is proven to improve daily physical function so moving is easier. celebrex can be taken with or without food. and it's not a narcotic. you and your doctor should balance the benefits with the risks. all prescription nsaids, like celebrex, ibuprofen, naproxen and meloxicam have the same cardiovascular warning. they all may increase the chance of heart attack or stroke, which can lead to death. this chance increases if you have heart disease or risk factors such as high blood pressure or when nsaids are taken for long periods. nsaids, including celebrex,

increase the chance of serious skin or allergic reactions or stomach and intestine problems, such as bleeding and ulcers, which can occur without warning and may cause death. patients also taking aspirin and the elderly are at increased risk for stomach bleeding and ulcers. do not take celebrex if you've had an asthma attack, hives, or other allergies to aspirin, nsaids or sulfonamides. get help right away if you have swelling of the face or throat, or trouble breathing. tell your doctor your medical history. and find an arthritis treatment for you. visit celebrex.com and ask your doctor about celebrex. for a body in motion. pfizer and